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OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
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Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.
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Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.
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Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.
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Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
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Google is at its best when its product focus follows its business model; for too long Android was a detour.
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Tony Fadell Out at Nest, Why I Was Wrong About Google and Nest, Google’s Focus
Tony Fadell is out at Nest, likely signifying the beginning of the end of a deal I initially praised. Examining why I was wrong gives a lens to understand what went wrong.
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The Curse of Culture
It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail changing their culture, a very tall order indeed.
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Google’s Go-to-Market Gap
Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
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Google v Oracle, Round 3; FTC Re-Opening Google Search Investigation?; Facebook and Filter Bubbles
Google v Oracle Round 3 kicked off this week, and the stakes are high. We need a legislative solution that probably isn’t coming. Then, the FTC may be investigating Google again, but it’s hard to see their conclusion changing; and why Facebook’s study about polarization didn’t exonerate the News Feed algorithm
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Antitrust and Aggregation
The European Commission’s antitrust case against Google is likely to be the first of many against aggregators, because the end game of Aggregation Theory is monopoly.
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Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.
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Google Accused of Antitrust Violations, What Now for Google?, The Danger of Unicorns
Google set up Android to avoid anti-trust; what they didn’t plan for was an extra monopoly, which means they’re very likely guilty. Plus, why I’m officially scared of unicorns
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Twitter to Stream NFL Thursday Night Games, About That Gmail April Fool’s Joke
First, a deep dive into Twitter’s deal with the NFL and why it’s not about the money. Then, why Gmail’s failed April Fool’s joke was so outrageous and worrying.